VWA
AVDE icon

Valued Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Valued Wealth Advisors’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.3M Buy
48,178
+4,647
+11% +$417K 1.56% 13
2026
Q1 		$3.69M Sell
43,531
-14,369
-25% -$1.25M 1.5% 13
2025
Q4 		$4.77M Sell
57,900
-1,177
-2% -$94.4K 2.1% 10
2025
Q3 		$4.66M Sell
59,077
-1,028
-2% -$78.3K 2.16% 10
2025
Q2 		$4.45M Buy
60,105
+5,919
+11% +$414K 2.32% 10
2025
Q1 		$3.59M Buy
54,186
+1,601
+3% +$104K 2.16% 10
2024
Q4 		$3.23M Buy
52,585
+791
+2% +$50.6K 2.02% 10
2024
Q3 		$3.47M Buy
51,794
+8,358
+19% +$537K 2.25% 10
2024
Q2 		$2.7M Sell
43,436
-26
-0.1% -$1.65K 1.86% 11
2024
Q1 		$2.77M Sell
43,462
-1,531
-3% -$93.1K 1.96% 10
2023
Q4 		$2.5M Buy
+44,993
New +$2.55M 2.31% 10

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Valued Wealth Advisors's AVDE Position: Q2 2026 in Review

Valued Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 11% in Q2 2026, buying an estimated $417K and bringing the position to 48,178 shares worth $4.3M. The position accounts for 1.56% of the portfolio, ranked #13.

Valued Wealth Advisors first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.77M in Q4 2025. 263 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Valued Wealth Advisors held 48,178 shares of Avantis International Equity ETF worth $4.3M as of Q2 2026.
  • Valued Wealth Advisors bought 4,647 Avantis International Equity ETF shares in Q2 2026, an estimated $417K.
  • Avantis International Equity ETF made up 1.56% of Valued Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Valued Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Avantis International Equity ETF position peaked at $4.77M in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.